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User ACL (user access level)

You may assign user access roles under SETTINGS > USER SETTINGS > USERS. Here are the available roles and permissions….

PermissionAdminManagerSales RepMonitoring Sales RepRestricted Sales RepAccount Restricted Sales RepList Crea9on Restricted Sales RepList Reset Restricted Sales RepLimited Access Sales RepLead/ Account/ Opp/List Crea9on Restricted Sales RepSales Rep with Org Templates
SEARCHxxxxxxxxxx
CREATE NEW CONTACTxxxxxxxxxx
EDIT CONTACTBASED ON LAYOUT
ASSIGNED
BASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNED
DELETE CONTACT
READ/VIEW CONTACTxxxxxxxxxxx
CREATE NEW OPPORTUNITYxxxxxxxx
EDIT OPPORTUNITYBASED ON LAYOUT
ASSIGNED
BASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNED
DELETE OPPORTUNITY
READ/VIEW OPPORTUNITYxxxxxxxxxxx
CREATE NEW LEADxxxxxxxx
EDIT LEADBASED ON LAYOUT
ASSIGNED
BASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNED
DELETE LEAD
READ/VIEW LEADxxxxxxxxxxx
CREATE NEW ACCOUNTxxxxxxx
EDIT ACCOUNTBASED ON LAYOUT
ASSIGNED
BASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNE DBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNEDBASED ON LAYOUT ASSIGNED
DELETE ACCOUNT
READ/VIEW ACCOUNTxxxxxxxxxxx
CREATE LISTxxxxxxx
PLAY LISTxxxxxxxxxxx
EDIT LISTxxxxxxxxxxx
REFRESH DYNAMIC LISTxxxxxxxxxxx
RESET LISTxxxxxxxxxx
EDIT CALL RESULT ON TIMELINExxxxxxxxxxx
YOUR ORGANIZATIO N SETTINGSx
PHONE NUMBERSx
USER SETTINGSx
ACD QUEUESx
NOTIFICATION Sxxxxxxxxxxx
PHONE SETTINGSxxxxxxxxxxx
EMAIL SETTINGSxxxxxxxxxxx
CREATE PERSONAL EMAIL TEMPLATESxxxxxxxxxx
CREATE ORG LEVEL TEMPLATESxxx
AUDIO FILESx
RECORDINGSx
INTEGRATIONSx
MY PROFILExxxxxxxxxxx
DASHBOARDSxxxxxxxxxxx
TASKSxxxxxxxxxxx
LIVE MONITORINGxxx
CALL ARCHIVExxx
WHISPERxx
JOIN CONVERSATIONxx

Updated on August 1, 2019

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